Purchases and Sales Made in Q4 2024 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.72K+ 2.56% |
$155K - $156K
|
270K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.35K+ 2.32% |
$146K - $148K
|
280K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
6.22K+ 7.72% |
$143K - $145K
|
86.8K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.69K+ 48.8% |
$131K - $132K
|
17.3K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.55K+ 3.99% |
$128K - $129K
|
145K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.04K+ 8.87% |
$116K - $117K
|
61.9K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.7K+ 16.13% |
$108K - $109K
|
33.8K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.4K+ 2.74% |
$101K - $102K
|
165K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.38K+ 0.78% |
$101K - $102K
|
564K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 33.2% |
$96.7K - $97.6K
|
16.9K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.1K+ 7.2% |
$94.4K - $95.2K
|
61K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.01K+ 11.92% |
$92.2K - $93K
|
37.6K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.27K+ 0.72% |
$75.2K - $75.9K
|
459K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.06K+ 17.68% |
$70.5K - $71.1K
|
20.4K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.86K+ 9.63% |
$65.9K - $66.5K
|
32.6K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.67K+ 1.61% |
$61.4K - $62K
|
169K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 7.0% |
$44.1K - $44.5K
|
29.3K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.84K+ 16.77% |
$42.3K - $42.7K
|
12.8K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83KNew |
$42.2K - $42.6K
|
1.83K
$42.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.75K+ 2.76% |
$40.2K - $40.5K
|
65K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.68K+ 5.66% |
$38.7K - $39K
|
31.3K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.51K+ 5.32% |
$34.8K - $35.1K
|
30K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$34.5K - $34.8K
|
1.5K
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47KNew |
$33.8K - $34.1K
|
1.47K
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.42K+ 9.16% |
$32.6K - $32.9K
|
16.9K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 3.99% |
$30.8K - $31.1K
|
34.9K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 63.54% |
$29.9K - $30.2K
|
3.35K
$77.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 8.71% |
$29.4K - $29.7K
|
15.9K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.21K+ 3.7% |
$27.8K - $28.1K
|
33.9K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 1.96% |
$27K - $27.2K
|
61K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 44.57% |
$26.7K - $27K
|
3.77K
$87.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 268.75% |
$26.7K - $27K
|
1.59K
$36.9K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.14K+ 7.79% |
$26.3K - $26.6K
|
15.8K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
989+ 2.76% |
$22.8K - $23K
|
36.9K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
939+ 4.21% |
$21.6K - $21.8K
|
23.2K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
936+ 4.29% |
$21.5K - $21.7K
|
22.8K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 4.88% |
$20.7K - $20.9K
|
19.4K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
873+ 1.56% |
$20.1K - $20.3K
|
57K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
782+ 1.58% |
$18K - $18.2K
|
50.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
601+ 2.69% |
$13.8K - $14K
|
22.9K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572+ 17.11% |
$13.2K - $13.3K
|
3.92K
$90.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
567+ 4.25% |
$13.1K - $13.2K
|
13.9K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
475+ 0.48% |
$10.9K - $11K
|
100K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
432+ 3.14% |
$9.94K - $10K
|
14.2K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 1.1% |
$8.06K - $8.13K
|
32.1K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
303New |
$6.98K - $7.04K
|
303
$7.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
276+ 0.39% |
$6.35K - $6.41K
|
70.8K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
275+ 1.61% |
$6.33K - $6.39K
|
17.3K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
254+ 1.31% |
$5.85K - $5.9K
|
19.6K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
174+ 0.32% |
$4.01K - $4.04K
|
54.6K
$1.26M
|